Planned Giving

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Donor Story - Flexible Deferred Gift Annuity
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown...
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Personal Planner - Loans and Sales to Children
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new...
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Washington News - Taxpayer Advocate Service Scam
Taxpayer Advocate Service Scam
The IRS operates the Taxpayer Advocate Service (TAS) to assist taxpayers. As an independent organization within the IRS, the TAS exists to protect your rights as a...
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